Test Scripts

Populating Commissions On Sales Order

• Navigate to Commissions Management (COM) 

• Click into Commissions Matrix and confirm rules have been entered 

• Search for Sales Orders and click the related link 

• Enter a Customer and Salesperson for the rule being tested 

• Navigate down to the lines and enter in an item that fits the rule 

• Enter in Quantity and Unit Price (if blank) 

• Scroll to the right and confirm Pending Commission Amount is not 0.00 

  • If Pending Commission Amount = 0.00, then either the rule has a Percent Commission = 0 or the rule did not get triggered 

  • Please confirm all filters on the Commission Matrix rule have been met on the Sales Order 

• To check applied commissions rules, click Line > Functions > Show Applied Commissions Rules 

• Ship and Invoice the Sales Order 

Emailing On Low Net Profit

• Navigate to Commissions Management Setup (COM) 

• Ensure Notify on Low Net Profit is turned on under the Notifications tab 

• Ensure Low Net Profit Percent and Email are populated 

• Create and post a Sales Order where Net Profit is below the threshold 

  • Net Profit is Amount minus Unit Cost minus Commissions 

• Confirm an email is sent after the Invoice has been posted notifying the user of Low Net Profit 

Approving Commissions

• Navigate to Commissions Management Setup (COM) 

• Ensure Require Commissions Approval is turned on under the General tab 

• Create and post a Sales Order with a Commission Amount 

• Navigate to the Commission Ledger and find the corresponding entry 

• Highlight the entry and clock ‘Approve Ledger’ in the top ribbon 

• Scroll to the right and confirm the approval fields are populated 

  • Approved = Yes 

  • Approved By = [User ID] 

  • Approved At = Date/Time 

Paying Commissions

• Navigate to Commission Management (COM) 

• Drill into Commission Payment Journal 

• Click Generate Payment Journals 

• Enter a Thru Date and click OK 

• Confirm the correct entries are populated in the journal 

• Click Post Journal 

  • For Employees, these payments will be posted in the General Ledger and can be added to Payroll 

  • For Vendors, open Purchase Invoices will be created and normal purchasing processes should be followed 

commission management test scripts.pdf

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